2017-10-12T13:43:06-05:00 2017-05-31 540565834 MITCHELL WIGGINS & COMPANY LLP 1802 BAYBERRY COURT SUITE 300 RICHMOND VA 23226 990 2016-06-01 300173798 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC VIRG 8044748700 5101 COX ROAD SUITE 225 GLEN ALLEN VA 23060 CHRISTOPHER P HENDERSON PRESIDENT 8044748700 2017-10-10 1 DAVID E WILL CPA P00074591 8042826000 96.89.27.153 2017-10-10 16:10:29 ED P 168B4F8157FD4AE1E5EDEA31AB5128B7040B8A90 CB7D1C7AEE03AC2CE1C056915E906A3E9F667F8C 2016 2021-01-29 14:40:06Z WINDSORMEADE WILLIAMSBURG CHRISTOPHER P HENDERSON 5101 COX ROAD SUITE 225 GLEN ALLEN VA 23060 14919168 0 X WWW.WINDSORMEADE.ORG X 2003 VA ENRICHING LIFE'S JOURNEY 5 4 214 68 0 0 29111 17883 13868713 14882578 26400 18707 0 0 13924224 14919168 0 0 0 0 5300546 5439135 0 0 0 11377753 11954332 16678299 17393467 -2754075 -2474299 114164957 110843111 118384284 117536737 -4219327 -6693626 X ENRICHING LIFE'S JOURNEY 0 0 15979560 14882578 WINDSORMEADE WILLIAMSBURG HAS BEEN PROVIDING HOUSING, HEALTH SERVICES AND FINANCIAL SECURITY TO RESIDENTS AT ITS LIFE PLAN COMMUNITY IN WILLIAMSBURG, VA SINCE 2007. WINDSORMEADE WILLIAMSBURG WAS ESTABLISHED AS A COOPERATIVE EFFORT WITH VIRGINIA UNITED METHODIST HOMES, INC. DOING BUSINESS AS PINNACLE LIVING, A RELATED TAX-EXEMPT ORGANIZATION WHICH WAS FOUNDED IN 1947. PINNACLE LIVING OWNS AND OPERATES FIVE LIFE PLAN COMMUNITIES AND ONE ASSISTED LIVING COMMUNITY IN VIRGINIA. WINDSORMEADE WILLIAMSBURG PROVIDES FOR THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF RESIDENTS. TOGETHER WITH ITS RELATED ORGANIZATION, PINNACLE LIVING, WINDSORMEADE WILLIAMSBURG IS A PART OF A SYSTEM OF COMMUNITIES SERVING A WIDE RANGE OF SOCIALLY AND ECONOMICALLY DIVERSE POPULATION OF RESIDENTS. WINDSORMEADE WILLIAMSBURG AND PINNACLE LIVING HAVE A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SERVICES IN A CHRISTIAN ENVIRONMENT. WINDSORMEADE WILLIAMSBURG PROVIDES (DIRECTLY AND THROUGH THIRD PARTY ARRANGEMENTS) FOR THE HEALTH CARE OF RESIDENTS, IN HOUSEHOLD AND NEIGHBORHOOD SETTINGS WITH SKILLED NURSING SERVICES, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEMORY SUPPORT, PHYSICAL THERAPY AND RELATED HEALTH SERVICES. WINDSORMEADE WILLIAMSBURG IS COMMITTED TO PROVIDING FOR THE FINANCIAL SECURITY OF ITS RESIDENTS IN COMPLIANCE WITH THE STANDARDS APPLICABLE TO A PUBLIC CHARITY. CONSISTENT WITH THIS COMMITMENT, WINDSORMEADE WILLIAMSBURG PARTICIPATES IN THE SAMARITAN PROGRAM FOR BENEVOLENT CARE ESTABLISHED BY PINNACLE LIVING. THROUGH THE SAMARITAN PROGRAM, FUNDS ARE SOLICITED BY VARIOUS MEANS, INCLUDING DIRECT SOLICITATION OF MEMBERS OF THE UNITED METHODIST CHURCH, ON BEHALF OF THE PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG RESIDENTS WHO MAY BECOME UNABLE TO PAY A PORTION OR ALL THEIR EXPENSES. 15979560 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 67 0 214 1 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CORPORATE OFFICERS 8044748700 5101 COX ROAD SUITE 225 GLEN ALLEN VA 23060 THOMAS R HARRISON JR CHAIRMAN 1.00 X X 0 0 0 REV CLARK CUNDIFF DIRECTOR 1.00 X 0 0 0 ELIZABETH P MCCORMICK DIRECTOR 1.00 X 0 0 0 HARVEY L BRYANT DIRECTOR 1.00 X 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT 14.00 26.00 X X 0 447452 42378 MARILYN M GRAY EXECUTIVE DIRECTOR 40.00 X 204620 0 17497 ROBIN P ABBOTT ASSISTANT EXECUTIVE DIRECTOR 40.00 X 103491 0 12802 308111 447452 72677 2 0 1 0 SFCS INC 305 SOUTH JEFFERSON STREET ROANOKE VA 24011 ARCHITECTURAL 454848 WILLIAMSBURG HOME PAINTING LLC 5682A MOORETOWN ROAD WILLIAMSBURG VA 23188 CONTRACTOR 233418 MCGUIREWOODS 901 E CARY STREET RICHMOND VA 23286 LEGAL 111603 3 17883 17883 FEES FROM RESIDENTS 623000 14501938 14501938 OTHER OPERATING REVENUE 623000 245923 245923 ANCILLARY SERVICE REVENUE 623000 134717 134717 14882578 18707 18707 14919168 14882578 0 18707 233559 233559 4261819 4058812 203007 176042 174924 1118 446688 384870 61818 321027 298163 22864 224440 224440 1715561 1180162 535399 150721 150389 332 197218 163595 33623 136276 136228 48 622633 622558 75 15312 8877 6435 31855 21934 9921 3014625 3014625 3364033 3364033 272757 256160 16597 MEDICAL SUPPLIES 844093 831363 12730 LICENSES & TAXES 683392 681586 1806 REPAIRS & MAINTENANCE 483246 475190 8056 OTHER NONOPERATING CHAR 74118 74118 124052 81973 42079 17393467 15979560 1413907 0 1000 1000 14690081 9711594 1878316 985683 23432 42414 124870775 29599779 93604169 95270996 3521016 4396011 446943 435413 114164957 110843111 6371211 7444614 75451008 72993862 441641 435593 35921941 36439676 198483 222992 118384284 117536737 X -4236087 -6711417 16760 17791 -4219327 -6693626 114164957 110843111 -2474299 0 X 0 1 X 1 0 X 1205546 12124 10009 29111 17883 1274673 55028591 11786899 13439302 13868713 14882578 109006083 56234137 11799023 13449311 13897824 14900461 110280756 0 0 0 110280756 38959 16316 20666 26400 18707 121048 38959 16316 20666 26400 18707 121048 56273096 11815339 13469977 13924224 14919168 110401804 0.99890 0.99710 0.00110 0.00290 X 0 1 X 4831190 4831190 111001998 27119105 83882893 3182340 2480674 701666 5855247 5855247 95270996 OTHER LIABILITIES 198353 DUE TO AFFILIATE 24639 222992 X 14919168 0 14919168 0 14919168 17393467 0 17393467 0 17393467 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS DEPOSITS FOR PROSPECTIVE RESIDENTS UNTIL THEY ARE ACCEPTED FOR RESIDENCY IN THE COMMUNITY. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THIS STANDARD PROVIDES DETAILED GUIDANCE FOR COMBINED FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS. IT REQUIRES AN ORGANIZATION TO RECOGNIZE THE COMBINED FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S COMBINED FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. THE TAX YEARS OF 2014 TO 2016 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. THE ORGANIZATION INCLUDES INTEREST AND PENALTIES ASSESSED BY INCOME TAXING AUTHORITIES IN OTHER NON-OPERATING CHARGES AND FEES. THE ORGANIZATION DID NOT HAVE PENALTIES AND INTEREST RELATING TO INCOME TAXES FOR THE YEARS ENDED MAY 31, 2017 AND 2016. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT 0 394672 0 44095 0 8685 0 35908 0 6470 0 489830 0 0 MARILYN M GRAY EXECUTIVE DIRECTOR 185349 0 18875 0 396 0 12558 0 4939 0 222117 0 0 0 A EDA OF JAMES CITY COUNTY VIRGINIA 541139263 47029WCD7 2013-05-31 46203820 REFUND SERIES 2007 BONDS 08/01/2007 0 0 0 B EDA OF JAMES CITY COUNTY VIRGINIA 541139263 000000000 2016-09-29 7000000 RES CARE FACILITY BONDS SERIES 2016 0 0 0 A 46203820 2368058 46203820 2013 1 0 1 1 B 7000000 55600 6944400 0 0 0 1 A 0 1 1 1 0 0.00500 0.00500 0 0 1 B 0 1 1 1 0 0.00500 0.00500 0 0 1 A 0 1 1 0 0 0 0 0 1 B 0 1 1 0 1 0 0 0 1 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA UNITED METHODIST HOMES, INC. DOING BUSINESS AS PINNACLE LIVING, A VIRGINIA NON-STOCK, CHARITABLE CORPORATION, IS THE SOLE VOTING MEMBER OF VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC. DOING BUSINESS AS WINDSORMEADE WILLIAMSBURG. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF WINDSORMEADE WILLIAMSBURG, PINNACLE LIVING, SHALL ELECT THE BOARD OF DIRECTORS OF WINDSORMEADE WILLIAMSBURG. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF WINDSORMEADE WILLIAMSBURG, PINNACLE LIVING, SHALL: (I) APPROVE ANY AMENDMENTS TO THE WINDSORMEADE WILLIAMSBURG ARTICLES OF INCORPORATION; (II) APPROVE THE BY-LAWS AND ANY AMENDMENTS TO THE BY-LAWS OF THE CORPORATION; (III) APPROVE THE OFFICERS OF THE CORPORATION SELECTED BY THE WINDSORMEADE WILLIAMSBURG BOARD OF DIRECTORS; (IV) APPROVE THE ANNUAL BUDGET OF THE CORPORATION; (V) APPROVE THE SALE OF ANY SIGNIFICANT ASSETS OF THE CORPORATION; (VI) APPROVE THE INCURRING OF DEBT BY THE CORPORATION IN EXCESS OF 10% OF THE GROSS VALUE OF THE CORPORATION'S ASSETS; (VII) APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; AND (VIII) REMOVE DIRECTORS AND APPOINT REPLACEMENT FOR ANY VACANCY ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B CONSISTENT WITH THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BY-LAWS AND PINNACLE LIVING AUDIT COMMITTEE GUIDELINES, A COPY OF THE FORM 990 WAS PRESENTED TO THE PINNACLE LIVING AUDIT COMMITTEE, AS WELL AS ALL MEMBERS OF ITS GOVERNING BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ANNUALLY SIGN SWORN DISCLOSURE STATEMENTS. THE INFORMATION STATED IN THE SWORN DISCLOSURE STATEMENT IS INCLUDED IN THE WINDSORMEADE WILLIAMSBURG ANNUAL DISCLOSURE STATEMENT FILED WITH THE VIRGINIA STATE CORPORATION COMMISSION BY SEPTEMBER 30 OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 WINDSORMEADE WILLIAMSBURG USES A HUMAN RESOURCES CONSULTANT TO COMPARE POSITIONS TO LIKE POSITIONS IN THE MARKET. THE MARKET ANALYSIS METHODOLOGY DEFINES THE MARKET PLACE BASED ON COMPENSATION PHILOSOPHY (I.E. LIFE PLAN COMMUNITIES, HEALTH CARE, HOSPITALITY AND NON-PROFIT ORGANIZATIONS). THE REGIONAL MARKET INCLUDES METRO AREAS, VIRGINIA STATEWIDE AND SOUTH ATLANTIC STATES. MARKET DATA IS COLLECTED FROM NUMEROUS SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 WINDSORMEADE WILLIAMSBURG'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE STATE CORPORATION COMMISSION OF VIRGINIA AND AVAILABLE TO THE PUBLIC ON REQUEST. WINDSORMEADE WILLIAMSBURG'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. WINDSORMEADE WILLIAMSBURG'S AUDITED FINANCIAL STATEMENTS ARE INCLUDED IN ITS ANNUAL DISCLOSURE STATEMENT FILED WITH THE STATE CORPORATION COMMISSION. THAT DISCLOSURE STATEMENT IS MADE AVAILABLE TO ALL WINDSORMEADE WILLIAMSBURG RESIDENTS AND TO THE PUBLIC UPON REQUEST. IN ADDITION, WINDSORMEADE WILLIAMSBURG'S FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG. VIRGINIA UNITED METHODIST HOMES INC 5101 COX ROAD GLEN ALLEN VA 23060 540720603 LIFE PLAN COMMUNITIES VA 501(C)(3) LINE 10 0 HERMITAGE CAPITAL AND RESERVE CORPORATION 5101 COX ROAD GLEN ALLEN VA 23060 462641284 SUPPORTING PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG VA 501(C)(3) LINE 12A, I VIRGINIA UNITED METHODIST HOMES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0